A certification template defines the information and workflow of each certification you administer. The following instructions describe how to create a new certification template to which certifications (for individuals) will apply.

Select the criteria which should result in the creation of a certification. Learn more.

Awaiting approval and approval

If the certification should automatically be moved to awaiting approval when a registration is completed for an event or elearning activity, select Automatically move certificate to awaiting approval when criteria are met. Learn more.

If you wish for certification contacts to receive an automated 'certification approved' email, select Send certificate approval confirmation to contact.

Expiration

If you want automatic reminder emails to be sent for expiring certifications, select up to three reminder times.

(Optional) Include instructions for renewal, e.g. a link to the renewal course.

If you want Arlo to automatically notify a certification contact that their certification has expired, select Send certificate expiry to contact.

Select the criteria which should result in the creation of a certification. Learn more.

Press Save.

Renewal awaiting approval and approval

If the renewal certification should automatically be moved to awaiting approval when a registration is completed for an event or elearning activity, select Automatically move certificate to awaiting approval when criteria are met. Learn more.

If you wish for certification contacts to receive an automated 'certification approved' email, select Send certificate approval confirmation to contact.

Edit an existing certification template

Open the Certifications menu.

From the Summary tab, open the certification template you wish to edit.

If the template has certificates in progress associated with it and:

these updates should apply to the existing certificates (on this template), click Edit this version, OR

these updates should only apply to new certifications (on this template) going forward, click create a new version.

Certifications are generally created automatically through the workflow set up in the template. However, you may need to create certifications manually from time to time. If you're bringing your existing certification details to Arlo from another system, you can also import them in bulk.

The following process describes how to create a certification for an individual contact.

If you would not like the certification contact to receive a certification registration email, deselect Send certification registration confirmation to contact.

Press Save.

Automatically Create a Certification from Registrations

The following process describes how to add a workflow to a certification template so that when a person registers on an event or elearning activity, a corresponding certification for the person is automatically created.